Colleen O’Connell-Campbell puts her experience to work for you, focusing on personalized financial planning and wealth management strategies that will guide you towards achieving your unique goals.  O’Connell-Campbell Wealth Management can review and assist you with the following services:

  • Retirement planning
  • Pension understanding
  • Investment strategy
  • Tax planning
  • Dependent costs
  • Insurance planning (life, disability, critical illness)
  • Estate planning
  • Charitable Giving

O’Connell-Campbell Wealth Management can provide practical advice and guidance related to any life event with a financial impact, allowing you to live for today while planning for tomorrow.

The services and expertise are as varied as you, our clients.  Some situational areas of focus include:

ESTATE PLANNING:

Colleen provides guidance during the estate planning process, anticipating and arranging for the preservation and distribution of your legacy. Focusing on Estate Planning now often helps to eliminate uncertainties surrounding the administration of your estate, strategies for the minimization of taxes and other related expenses, and alleviates a potential burden for you loved ones.

RETIREMENT PLANNING:

Colleen provides her clients with investment advice that they can trust while guiding them toward their retirement goals. While most Canadians know what they are retiring from, many are not sure what they are retiring to. Colleen provides support in the creation of a plan that will allow you the freedom to choose how you will spend your retired years – whether it be traveling the globe or volunteering close to home. No matter what you envision, it pays to have a strategy in place.

SOCIALLY RESPONSIBLE PLANNING:

Like many members of the global community, Colleen has ethical, social, and environmental concerns about the products she consumes - including the investment choices she makes with her clients. If you are interested in pursuing a socially responsible investment portfolio, contact us for guidance in formulating a strategy to help apply your personal beliefs and values to the investment decisions you make.

RECENTLY WIDOWED:

If you are recently widowed you must sort through a deluge of financial considerations while you are also facing the grief associated with losing your spouse. With care & empathy, Colleen provides support and guidance while you navigate financial matters including: cash-flow planning, insurance claims, taxes, estate planning, investing, and more.

WOMEN IN TRANSITION:

As a women transitioning to a new career, a new home, a new city, and/or a new relationship status, you can benefit from guidance in terms of planning for your financial future – and present.  Colleen has the experience, both personally and professionally, to understand your needs and apply a personalized strategy. 

DIVORCE AND SEPARATION:

As a Certified Divorce Financial Analyst (CDFA), Colleen is highly experienced in assisting you with the difficult financial issues you face if you are experiencing a separation or divorce. Colleen provides financial guidance that aims to create independence and confidence as you move forward, offering empathy and support as you transition into a new stage of life.